Using the Breadstack Order Management (OMS) App

Using the Breadstack Order Management (OMS) App

Breadstack's tablet-friendly Order Management System (OMS) App makes it easy to process and look up orders while you move around your storefront.

Once you've downloaded and set up the app on your store's mobile device, consult this article to get acquainted with its features and settings.

The Breadstack OMS App includes three tabs:

  • New Orders - Instantly see and process new orders placed via your Breadstack store.

  • Order History - Look up details on orders completed within the past seven days.

  • Settings - Adjust your printer and notification settings, or switch the OMS App to a different store in your organization



New Orders


The New Orders list shows all your store's Breadstack orders that have yet to be fully processed. The more recent an order, the closer it is to the top.

In the list view, you can see basic details about the order. These include (from left to right):

  • Fulfillment method icons

  • Order number and customer name

  • Number of items

  • Order value

  • Payment status icons

    • The icon will appear orange while payment is pending, and green once it has been processed.

  • "Ready Before" - Your deadline to pick and pack the order (in other words, the end of the customer's chosen pickup or delivery window)

  • Order placement date
    All the information you see here is mirrored in the desktop version of Breadstack. Order numbers are identical, and status updates sync in real time between systems.

New orders are divided into two groups. Initially, they appear under Pending Picking. Once you confirm that you've picked the items, the order will move to Ready for Pickup

Finding a new order


When a customer places a new Breadstack order with your store:

  • The app will play a notification chime (you can adjust this in Settings > Notifications);

  • If you have enabled receipt auto-printing (and the order’s payment method is not eTransfer) the receipt will automatically print as soon as the order appears. (Learn how to turn on auto-printing).

  • The new order will pop up on your screen. This popup will include the order details.

    • If you want to process the order later, tap Acknowledge. The order will move to the Pending Picking column of the New Orders list.

    • Or, if you’ve already picked the order, tap Items Ready. This will move the order to the Ready for Pickup section of the New Orders list.

        

If you're looking for a specific new order, you can search for it by entering the order number or customer name in the search bar at the top of the list.


Processing an order


Click on any order to open the order details panel. This is where you can see the types and quantities of items to be included in the order, along with more details about fulfillment method, order value, and payment.

For examples of receipts for each payment method, see Receipt Examples at the end of this guide.

Credit card orders

  1. If you have enabled receipt auto-printing, the receipt will have printed automatically at the moment the order came in.
    Alternatively, tap the Receipt button to print.

  2. Once you've picked and packed the order, tap Items Ready. The order will move to the Ready for Pickup list.

  3. Complete the order depending on the fulfillment method. See Completing an order.

eTransfer orders

Note that you cannot process or print receipts for eTransfer orders until you have confirmed that payment was received by tapping eTransfer Received. 

If you manage eTransfers for multiple stores, you can confirm receipt of an eTransfer even if the order was placed at a different location from the one you are currently managing in the OMS app. See Settings > Store locations for more.
  1. When you have received payment, go to the order details panel and tap eTransfer Received.

  2. If you have auto-printing enabled, your receipt will now print. Alternatively, tap the Receipt button to print.

  3. Once you've picked and packed the order, tap Items Ready. The order will move to the Ready for Pickup list.

  4. Complete the order depending on the fulfillment method. See Completing an order.

Pay-in-store orders

  1. If you have enabled receipt auto-printing, the receipt will have printed automatically at the moment the order was registered.
    Alternatively, tap the Receipt button to print.

  2. Once you've picked and packed the order, tap Items Ready. The order will move to the Ready for Pickup list.

  3. Once the customer has picked up the order and you’ve received payment, tap Pickup Complete on the order details panel.
    The completed order will move to the Order History tab.

Pay-upon-delivery orders

  1. If you have enabled receipt auto-printing, the receipt will have printed automatically at the moment the order was registered.
    Alternatively, tap the Receipt button to print.

  2. Once you've picked and packed the order, tap Items Ready. The order will move to the Ready for Pickup list.

  3. Upon delivering the order, your driver will collect payment, scan the receipt barcode, and mark the delivery as completed. The order will automatically be marked as complete in the OMS App.
    The completed order will move to the Order History tab.

Marking an order as Completed


An order is Completed once it has been fully paid for and picked up or delivered. Completed orders disappear from the New Orders tab and move to Order History.

The way in which you mark an order as Completed depends on its fulfillment method.

  • In-store or curbside pickup - Once the customer has picked up the order and you’ve received payment, tap Pickup Complete at the bottom of the order details panel.

  • CanFleet delivery - Your delivery driver will use the CanFleet Driver App to scan the receipt barcode and confirm successful delivery. This will automatically change the order status to Completed in the OMS app.

  • OnFleet delivery - Your delivery driver will use their app to confirm successful delivery. This will automatically change the order status to Completed in the OMS app.

  • Mail delivery - Once the order is marked as complete by the postal service, its status in the OMS app will automatically change to Completed.



Order History


The Order History screen displays all Breadstack orders placed at your store and completed within the last seven days*. Orders are grouped by date of completion, in descending order. 


*Though they are not displayed by default, you can search for orders older than seven days by entering the order number or customer name into the search bar.


Finding a completed order


There are two ways to search for an order in the Order History list:

  1. Use the Shipping Methods dropdown filter to view only orders with a specific fulfillment method.

  2. Use the search bar to search by order number or customer name.



Settings


In the Settings menu, you can adjust the following preferences.


Store locations


Under Settings > Location, you can switch away from your current store view, and into any other store belonging to your organization in Breadstack. Tap your store address to pick a new store.

Note that you can only process orders from one store at a time in the OMS App. Orders placed at other stores will not be visible in the New Orders or Order History lists.

However, you can view orders from all stores by tapping All Locations (located under your profile image in the Settings tab). This will bring up a list of current and past orders. The Location column shows which store each order belongs to. Tap any order to view details.

In general, you cannot process orders from the All Locations screen. However, if the order was placed with eTransfer, you can tap E-Transfer Received. Employees at the store where the order was placed will now be able to pick and pack the order.

New order notifications


Notifications are important in making sure your staff are aware of newly placed orders. The OMS app plays a notification sound whenever a new order comes in.

In Settings > Notifications, you can adjust whether notification sounds should repeat, and if so, how often.

Receipt printing


Under Settings > Receipt Printing, you'll find the option to choose a printer. Select Printer to view your available printers and select a default.


If you don't see your printer, check your device's system settings. Make sure there is an established wired or wireless (e.g. Bluetooth) connection between yoru device and printer.

You can also turn on Auto-print. When this setting is turned on, receipts will print automatically for all new orders as soon as they appear in the app. (Exception: If an order was paid by eTransfer, the receipt will print once a store employee confirms that the eTransfer was received. See instructions for processing an eTransfer order.



Receipt Examples


View examples of receipts for orders placed with four different payment methods.

Receipts for orders paid by credit card (left) and eTransfer (right):

                    


Receipts for orders pending payment in store (left) and upon delivery (right):

               
Another type of receipt would be for when existing customers place an order on third-party platform (Greenlike/Cova) using a new name, the OMS receipt will then show the name in the POS in the receipt, if the system find the user profile in the third-party platform (Greenlike/Cova) is different from Breadstack. 

This will eliminate confusion for both when customers pick up the orders and for users to keep check of customers profile on the system. 




    • Related Articles

    • Setting up the Breadstack Order Management (OMS) App

      The Breadstack OMS App is designed for use at a physical store location. Use this simplified, tablet-friendly version of Breadstack to process and look up orders, and to print receipts, while moving around the store. Here's how to download and ...
    • Using the product performance filters

      Breadstack's product performance module helps you identify products that are selling well, selling poorly, overstocked, or understocked. Use this information to make the most of successes and take action where needed - for example, by putting ...
    • Finding a specific order

      To find a specific order in Breadstack, go to Orders > All Orders. The fastest way to find any order is to search by its Order ID or Tracking ID. You'll find these fields among the Customer Activity search fields near the top of the page. If you have ...
    • Integrating Onfleet with Breadstack

      Onfleet is a third-party fulfillment platform that offers self-managing delivery and dispatch services. It is the trusted last-mile delivery solution for thousands of companies across dozens of industries. If you're already using Onfleet, you can ...
    • Integrating ShipStation with Breadstack

      ShipStation is a multichannel Canadian shipping software application. Integrating ShipStation with Breadstack lets you manage your entire fulfillment workflow from a single portal. To get started, log into ShipStation and copy your API key and API ...